Institutional Ownership Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX)
This table provides information about the institutional ownership of Nuveen Dow 30sm Dynamic Overwrite Fund (DIAX). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
25,150
shares
|
$383,789
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
25,061
shares
|
$382,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
24,027
shares
|
$366,652
0.0% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,000
shares
|
$350,980
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
23,000
shares
|
$350,980
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,264
shares
|
$339,748
0.01% of portfolio
|
Q1 2024
Added 21.9%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
21,752
shares
|
$331,935
0.07% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,329
shares
|
$310,220
0.0% of portfolio
|
Q4 2024
Added 89.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,916
shares
|
$303,918
0.0% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
18,064
shares
|
$275,656
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
17,901
shares
|
$273,169
0.03% of portfolio
|
Q2 2023
Reduced 3.23%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
17,723
shares
|
$270,452
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
15,059
shares
|
$229,800
0.19% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
15,016
shares
|
$229,144
0.0% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
14,810
shares
|
$226,000
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,554
shares
|
$222,094
0.0% of portfolio
|
Q3 2021
Reduced 14.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
14,476
shares
|
$220,903
0.0% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,192
shares
|
$216,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
13,640
shares
|
$208,146
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,423
shares
|
$204,834
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
12,712
shares
|
$193,985
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$180,068
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,500
shares
|
$175,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
10,800
shares
|
$164,808
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
7,249
shares
|
$110,619
0.06% of portfolio
|
Q4 2024
Added 3.97%
|